Money Purchase · DOL Form 5500 · 2024

James C Lisak, M.D. Money Purchase Plan

Data updated 2026-08-25

$415K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$207,628
Avg per participant Above avg balance/head
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Official DOL plan name: James C Lisak, Md Keogh Money Purchase Plan · Sponsored by James C Lisak, M.D. · Massachusetts · Healthcare & Social Assistance

$415K in assets, 2 participants

James C Lisak, M.D.'s James C Lisak, Md Keogh Money Purchase Plan reported $415K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,963 in Healthcare & Social Assistance (16,916 peers)

James C Lisak, M.D. multi-year trail

James C Lisak, M.D.'s plans moved +11.2% in assets from 2022 to 2024; this filing shows James C Lisak, Md Keogh Money Purchase Plan at $415K / 2 participants.

#1,963
in Healthcare & Social Assistance (16,916 peers)
+6.2%
assets growth YoY

James C Lisak, Md Keogh Money Purchase Plan among the smaller filed plans by assets

James C Lisak, Md Keogh Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$415,255 16th percentile higher than 16% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

James C Lisak, Md Keogh Money Purchase Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James C Lisak, Md Keogh Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James C Lisak, Md Keogh Money Purchase Plan reported net income rose from $23K in the plan year 2023 filing to $24K in the plan year 2024 filing.
  • James C Lisak, Md Keogh Money Purchase Plan end-of-year assets rose from $391K in the plan year 2023 filing to $415K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042965446 · James C Lisak, M.D. PY 2024 · Money Purchase

James C Lisak, Md Keogh Money Purchase Plan · $415K · 2 · 16th

  • TYPE $415K
  • TYPE 2
  • TYPE 16th
  • TYPE Money Purchase
  • TYPE near Manuel Miranda Md Retirement Plan
  • TYPE ind #1963

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

James C Lisak, Md Keogh Money Purchase Plan in the asset neighbourhood

James C Lisak, Md Keogh Money Purchase PlanJames C Lisak, Md Keogh Mone…$415KManuel Miranda Md Retirement PlanManuel Miranda Md Retirement…$415KFarmacia Arleen Retirement PlanFarmacia Arleen Retirement P…$416KJulio Gonzalez Medical Office Employees Target Benefit Pension PlanJulio Gonzalez Medical Offic…$421KDavid O. Rivera Rivera, Dds Retirement PlanDavid O. Rivera Rivera, Dds …$404K
End-of-year total assets ($M) among James C Lisak, Md Keogh Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

James C Lisak, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All James C Lisak, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$973K 11.203300051563305% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.87M $0.97M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 4 $875K
2023 2 4 $920K
2024 2 4 $973K

James C Lisak, M.D. filing trail (2024)

Total Assets (Beginning of Year)$391K
Net Assets (End of Year)$415K
Net Income$24K
Employer EIN042965446
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

James C Lisak, Md Keogh Money Purchase Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants James C Lisak, Md Keogh Money Purchase Plan, Total assets ($B): 0.000415255 · Participants: 2James C Lisak, Md Keogh Money Purchase PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
James C Lisak, Md Keogh Money Purchase Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare James C Lisak, Md Keogh Money Purchase Plan side-by-side with 3 peers →

James C Lisak, Md Keogh Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Manuel Miranda Md Retirement Plan in PR ($415K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did James C Lisak, Md Keogh Money Purchase Plan assets move in 2024? ▼
James C Lisak, Md Keogh Money Purchase Plan grew at a solid clip - up 6.2% during 2024, from $391K to $415K. Reported net income was $24K.
How have James C Lisak, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James C Lisak, M.D.'s sponsor-wide assets grew 11.2%, from $875K to $973K.
Where does James C Lisak, Md Keogh Money Purchase Plan rank by assets among Form 5500 filers? ▼
James C Lisak, Md Keogh Money Purchase Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to James C Lisak, Md Keogh Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Manuel Miranda Md Retirement Plan in PR ($415K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to James C Lisak, Md Keogh Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042965446.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.